Winthrop Advisory Group LLC

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 1739043 BOSTON, MA

Position in DIA

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$458,136

+$46,824 QoQ

Shares Held

877

-1.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#883

of 1,432 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$458,136	877	-1.2%	Shares	Sole	2026-07-17
2026-03-31	$411,312	888	0.0%	Shares	Sole	2026-04-13
2025-12-31	$426,746	888	+0.7%	Shares	Sole	2026-01-21
2025-09-30	$409,018	882	0.0%	Shares	Sole	2025-10-24
2025-06-30	$388,653	882	0.0%	Shares	Sole	2025-07-23
2025-03-31	$370,334	882	0.0%	Shares	Sole	2025-04-08
2024-12-31	$375,291	882	0.0%	Shares	Sole	2025-01-13
2024-09-30	$373,191	882	-1.7%	Shares	Sole	2024-10-31
2024-06-30	$350,843	897	0.0%	Shares	Sole	2024-07-18
2024-03-31	$356,790	897	0.0%	Shares	Sole	2024-04-17
2023-12-31	$338,052	897	-5.3%	Shares	Sole	2024-01-10
2023-09-30	$317,197	947	+0.1%	Shares	Sole	2023-11-03
2023-06-30	$325,282	946	-3.2%	Shares	Sole	2023-08-02
2023-03-31	$324,969	977	+3.2%	Shares	Sole	2023-08-01
2022-12-31	$313,769	947	+1.9%	Shares	Sole	2023-08-03
2022-09-30	$266,901	929	+0.4%	Shares	Sole	2022-11-04
2022-06-30	$284,733	925	+0.4%	Shares	Sole	2022-07-21
2022-03-31	$319,430	921	+0.4%	Shares	Sole	2022-04-13
2021-12-31	$333,164	917	-94.9%	Shares	Sole	2022-01-12
2021-09-30	$933,000	18,132	+1566.5%	Shares	Sole	2021-10-14
2021-06-30	$375,305	1,088	+0.3%	Shares	Sole	2021-07-14
2021-03-31	$358,245	1,085	+0.4%	Shares	Sole	2021-04-23
2020-12-31	$330,558	1,081	+19.6%	Shares	Sole	2021-01-25
2020-09-30	$250,860	904	+1.1%	Shares	Sole	2020-10-20
2020-06-30	$230,535	894	—	Shares	Sole	2020-07-17
No filing history on record for this holder in this stock.